AIM
IYLD icon

Anchor Investment Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Anchor Investment Management’s Portfolio IYLD Stock Details IYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-371
Closed -$7.91K – 1064
2025
Q3 		$7.91K Buy
+371
New +$7.74K ﹤0.01% 845

Other funds holding IYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

Anchor Investment Management's IYLD Position: Q4 2025 in Review

Anchor Investment Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2025, closing a stake of 371 shares — an estimated $7.91K sold.

Anchor Investment Management first reported a position in IYLD in Q3 2025 and held it in 1 quarter. The position peaked at $7.91K in Q3 2025. 53 funds tracked by Wall St. Rank hold IYLD as of Q4 2025.

  • Anchor Investment Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2025 after selling out during the quarter.
  • Anchor Investment Management sold 371 iShares Morningstar Multi-Asset Income ETF shares in Q4 2025, an estimated $7.91K.
  • Anchor Investment Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2025 and held it in 1 quarter.
  • Anchor Investment Management's iShares Morningstar Multi-Asset Income ETF position peaked at $7.91K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2025.

Based on Anchor Investment Management's 13F filing for Q4 2025, filed 26 Feb 2026.